Question

Is it possible to add a 'QTY' field in the 'Category Details' section?

Forum|Forum|4 years ago
September 24, 2021
4 replies
13 views

No text available

QuickBooks Online

L

LollyNino_C

QuickBooks Team

A pleasant day to you, @strikebox.

Allow me to provide some clarifications about adding the quantity field in the category details section.

If you are referring to the Chart of Accounts page, isn't available. It is only available in the Product and Services area.

The Category details section is where you select an expense account used for purchasing items from your vendors. While the option to enter a rate and quantity on the account is unavailable, you can enter your purchases in the Item details section. In this section, you can enter the rate and quantity of each item.

To give you more insights about entering or editing expense transactions in QuickBooks Online, you may check out this: Enter, edit, or delete expenses in QuickBooks Online.

Know that my doors are always open to assist you if there's anything else that you need. Just let me know by leaving a reply below. Have a lovely day!

S

strikeboxAuthor

Hello There,

And Thank you for kind reply. Yes, you are correct in your solution. Its is unavailable, but can i further ask, If our managers are raising PO's for purchasing in the 'Item Details', and i (in accounts department), receive the invoice/bill and then click 'Copy to Bill', the purchasing information remains in 'Item Details', but i need it to be in 'Category details' for chart of accounts recording and tracability (consumables v's purchases cos etc...) I hope my question makes sense ?

C

CharleneMaeF

QuickBooks Team

It's great to have you back, strikebox.

In QuickBooks, we can only enter the information of the purchased products or services in the Item Details section. Adding it to the Category section isn't an option. As a workaround, I'd suggest using custom fields. This lets you add custom data and drive insights through detailed reports.

Here's how to set up custom fields to appear on purchase orders:

Go to the Gear icon and then select Account and Settings.
Select Expenses tab.
Under the Purchase orders section, you will see 3 empty fields under the Custom fields header. Add the fields you want by titling them appropriately.
Select Save.

For more details, please see this article: Add Custom Fields to Purchase Orders.

Additionally, I encourage running the Open Purchase Order List or Open Purchase Order Detail report. This helps you easily track the data of your purchases in the program. To do this, go to the Reports menu and then type in their name on the search field.

Please know that I'm just a reply away if you need any assistance managing your purchase order, strikebox. I'll be sure to get back to you.

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